Four Oaks Independent Financial Advisors Limited

Independent Financial Adviser  168 Birmingham Road, Lichfield, WS14 0NX
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FCA authorised
Last authorised 2nd August 2021
Our aim is to create individual financial solutions that enable our clients to achieve their financial goals.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Flexible mortgages
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Meet our advisers
MR Martin Ward dip PFS
Independent Financial Adviser
About us

Four Oaks Independent Financial Advisers was established in 2013. Based in modern offices in Shenstone Wood End near Lichfield and Sutton Coldfield our expert independent financial adviser is supported by our professional administrative team.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

We have a different approach to financial planning, called Lifestyle Financial Planning. We give help and advice on all aspects of financial services. However, we have the expertise and technology to take this a step further and help answer the tough questions in life, such as “When can I afford to retire?” or “If I give my children money for a deposit on a house how will this affect my retirement?” For us, money is the means to an end and getting to know your aspirations and help you see what is possible is, in our view, the role of your financial adviser.

All our financial advice is backed by our customer promise which is to treat you as we would expect to be treated, to never take advantage of you and to be transparent, open and honest.

Our services

Our ethos is simply to give our clients the highest possible standard of independent financial advice.

Four Oaks Independent Financial Advisors prides ourselves on our ability to clearly explain financial options which enables us to give the best advice and our clients to make the best financial decisions. This is achieved by understanding our client's current financial position, objectives and identifying their needs and requirements. You will receive a warm welcome at our offices or we can meet you at your home, or for corporate clients we can meet you at your workplace.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

168 Birmingham Road, Lichfield, WS14 0NX

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